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A personalized estate plan designed around your family structure and goals can lower or eliminate taxes, ensure your loved ones are provided for, and protect your wishes and privacy in the event you are incapacitated. We offer a full range of estate planning techniques including revocable living trusts, minor's trusts, life-insurance trusts, charitable-remainder trusts, and special-needs trusts as well as wills, powers of attorney and guardianship nominations. Does a living trust makes sense for you and your family? While cost savings are not the only basis for choosing between a living-trust-based estate plan and a will-based estate plan, they can be an important factor.


4035 E. Thousand Oaks Blvd | Suite 235 | Westlake Village, CA 91362 | Ph: 805-778-0600 | Fax: 805-778-0601

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